Clients
The Clients page: the organisations your team does projects for, adding one with its contacts and status, editing it, archiving and restoring it, and why a client with projects is never deleted.
By the end of this page you will have added a client, know every field it carries, and know how a client is archived when the relationship goes quiet and why one with projects is never deleted.
A client is an organisation the team does projects for. A project names its client, so the client exists first; the registry's client list offers exactly the clients on this page. The page is Clients in the sidebar.
Before you begin
| You want to | You need |
|---|---|
| See the clients | To belong to the team. A guest sees only the clients of the projects they were invited to. |
| Add a client | client:create on your role, or to own the team. Admins, project managers and business analysts have it by default. |
| Edit, archive or restore | client:update. |
| Delete | client:delete, and no project may name the client. |
Read the clients
| Column | What it shows |
|---|---|
| Client | The name, with the legal name and industry beneath it. Press the name to open the flyout. |
| Status | Prospect, active, dormant or churned, with an Archived badge when the client is put away. |
| Projects | How many projects you can see name the client. |
| Primary Contact | The person who speaks for the client, with their email address. |
| Updated | How long ago the record last changed. |
| Row menu | View Client, Edit Client, Archive Client or Restore Client, Activity, Delete Client. |
Sort by client, status or updated from the column headings. Narrow the list with the search box (words in the name, the legal name or the contact email), the status list and the Archived switch; Clear Filters on the empty state drops them all.
Add a client
- Press New Client.
- Type the Name. It is unique within the team regardless of case, and it is all a client needs to start.
- Add the Legal Name, Website, Industry, Country and Timezone as you learn them.
- Set the Status: Prospect for a client you are talking to, Active once work is in flight.
- Name the Primary Contact and their email.
- Write Notes: anything the team should know about working with the client.
- Press Create Client.
The client appears in the list at once, the registry's client list offers it, and client.created
goes out to every endpoint subscribed to it.
Open and edit a client
Press a client's name, or View Client in its row menu, to open the flyout: the status at the top, then the industry, website, country and timezone, the primary contact, the projects you can see done for the client (each a link to the registry), the notes and the timestamps. From the flyout, Edit opens the editor, Archive or Restore change whether the client is put away, Activity opens its history and Delete opens the confirmation.
To change a client, press Edit Client, change what you need and press Save Changes. Every
changed field travels in client.updated with its old and new value; an edit that changes nothing
announces nothing.
Archive, restore and delete
- Archive Client takes the client out of the default view and lists it under the Archived switch. Its projects and its history stay exactly as they were.
- Restore Client brings it back.
- Delete Client removes the client for good, with its history. It is refused while any project, archived or deleted ones included, names the client: the confirmation says how many and offers archiving instead, or move the projects to another client first.
Status and archive are two different things
The status says where the relationship stands and is set by hand; a churned client may well stay live on the page while its last project is closed out. Archiving is what takes a client out of the way, and it keeps the status it had.
All the fields
What happens next
- Every create, edit, archive, restore and delete is written to the client's activity history.
- The
client.created,client.updated,client.archived,client.restoredandclient.deletedevents go out to every endpoint subscribed to them. - A new client is offered in the registry's client list at once.
Heimdall on this page
Heimdall reads the clients through the same tools the MCP server offers, and its answers carry a View button that opens the client's flyout.
Adding and changing clients is a person's work: Heimdall and an agent over MCP read the clients and never write to them.
From the API and MCP
Clients API
List, get, create, change, archive, restore and delete clients over REST.
list_clients and get_client
The two MCP tools that read the clients as the token sees them.
Permissions
| Action | Permission |
|---|---|
| See the clients | client:view-any |
| Open a client | client:view |
| Add a client | client:create, or owning the team |
| Edit, archive or restore | client:update |
| Delete a client | client:delete |
Frequently asked
Related
- The registry — the projects done for a client
- Members and guests — inviting a client's stakeholder
- Status reference
How is this guide?
Last updated on
Project Settings
The Settings page of a project: cadence, estimation, workflow, collaboration and alert knobs with their defaults, plus the danger zone.
Planning
The pages where a project's scope is written down: epics, the backlog of stories, tasks, bugs and spikes with their acceptance criteria, the functional and non-functional requirements, the business rules, the use cases with their flows, the RAID log, the decisions, the links between them, the comments and the files on each, every save kept as a restorable version, and the approvals that turn a draft into an agreed version; the rest as it lands.